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OneAscent Financial Services LLC: VSLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneAscent Financial Services LLC on VSLU, newest first. How the timeline and the estimate are built.

OneAscent Financial Services LLC held 18,986 VSLU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,986 shares
    Change vs previous 13F -2,580 shares

    0.44% of the 13F portfolio, value $878,043.

    13F-HR 0002055812-26-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,566 shares
    Change vs previous 13F -39,334 shares

    0.63% of the 13F portfolio, value $901,679.

    13F-HR 0002055812-26-000002 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 60,900 shares
    Change vs previous 13F +280 shares

    1.83% of the 13F portfolio, value $2,695,446.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 60,620 shares
    Change vs previous 13F 0 shares

    2.11% of the 13F portfolio, value $2,587,989.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 60,620 shares
    Change vs previous 13F 0 shares

    2.24% of the 13F portfolio, value $2,373,000.

    13F-HR 0002055812-25-000004 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 60,620 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,125,000.

    13F-HR 0002055812-25-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).